Public ownership evidence

iShares iBonds Dec 2032 Term Treasury ETF (IBTM) Ownership Disclosures

Read IBTM insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares iBonds Dec 2032 Term Treasury ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
MERCER GLOBAL ADVISORS INC /ADV
Report period
2026-06-30
Available
2026-08-20
Reported shares
220,616
Value (USD)
$5,006,874
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0000853758-26-000016
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read IBTM fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read IBTM fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20220,616$5,006,874None
Strait & Sound Wealth Management LLC2026-06-302026-08-1911,702$265,577None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-18345,777$7,845,603None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15900$20,426None
JPL Wealth Management, LLC2026-06-302026-08-156,653$150,990None
Modern Wealth Management, LLC2026-06-302026-08-1523,976$544,135None
OSAIC HOLDINGS, INC.2026-06-302026-08-1516,387$371,946None
JANE STREET GROUP, LLC2026-06-302026-08-1523,189$526,274None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1514,098$319,954None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,111$25,227None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-152,578$58,496None
Financial Engines Advisors L.L.C.2026-06-302026-08-1527,226$617,894None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15328,090$7,438,256None
Old Mission Investment Co LLC2026-06-302026-08-1510,485$237,957None
HEADINVEST, LLC2026-06-302026-08-1520,602$467,562None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-1511,934$270,846None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1526,230$595,290None
ROYAL BANK OF CANADA2026-06-302026-08-151,069$24,000None
ROYAL BANK OF CANADA2026-06-302026-08-1552,488$1,191,000None
ROYAL BANK OF CANADA2026-06-302026-08-15129,762$2,945,000None
LOGAN CAPITAL MANAGEMENT INC2026-06-302026-08-15609$13,818None
NBH Bank2026-06-302026-08-15249$5,651None
COLDSTREAM CAPITAL MANAGEMENT INC2026-06-302026-08-159,152$207,705None
GOLDMAN SACHS GROUP INC2026-06-302026-08-15121,448$2,756,262None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1544,117$1,001,233None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15488,687$11,090,751None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15333,696$7,573,231None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1529,034$658,927None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15177,431$4,026,797None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1526,003$590,138None
Visionary Wealth Advisors2026-06-302026-08-1452,951$1,201,724None
UBS Group AG2026-06-302026-08-14976,161$22,153,974None
Snowden Capital Advisors LLC2026-06-302026-08-14374,409$8,497,216None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-1429,537$670,333None
L2 Asset Management, LLC2026-06-302026-08-1429,150$661,554None
MORGAN STANLEY2026-06-302026-08-14885,348$20,092,973None
MORGAN STANLEY2026-06-302026-08-141$31None
FMR LLC2026-06-302026-08-142,750$62,411None
Integrated Wealth Concepts LLC2026-06-302026-08-1346,844$1,063,127None
Cetera Investment Advisers2026-06-302026-08-1366,535$1,510,011None
Compass Ion Advisors, LLC2026-06-302026-08-1311,200$254,184None
NewEdge Advisors, LLC2026-06-302026-08-13157,946$3,584,587None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-1330,150$684,254None
BOSTON FAMILY OFFICE LLC2026-06-302026-08-1381,786$1,856,000None
BANK OF MONTREAL /CAN/2026-06-302026-08-13555$12,596None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-131,925$43,677None
STIFEL FINANCIAL CORP2026-06-302026-08-1391$2,065None
STIFEL FINANCIAL CORP2026-06-302026-08-13119,158$2,704,287None
US BANCORP \DE\2026-06-302026-08-132,635$59,801None
Atlantic Private Wealth, LLC2026-06-302026-08-12293,989$6,672,071None

90-day public filing window, up to 50 source positions.

MERCER GLOBAL ADVISORS INC /ADV ↗Strait & Sound Wealth Management LLC ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗Federation des caisses Desjardins du Quebec ↗JPL Wealth Management, LLC ↗Modern Wealth Management, LLC ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗FIDUCIARY FINANCIAL ADVISORS ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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